Ownership history in BetterWealth, LLC · 5 quarters on record
This page tracks every 13F SEC filing in which BetterWealth, LLC reported a position in AMERICAN CENTY ETF TR (AVUV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 160,295 | +8,984 | +5.9% | 3.73% | $16.3M | $101.72 |
| 2025 Q3 | ADDED | 151,311 | +5,188 | +3.6% | 3.59% | $15.1M | $98.91 |
| 2025 Q2 | ADDED | 146,123 | +17,118 | +13.3% | 3.41% | $13.3M | $90.12 |
| 2025 Q1 | ADDED | 129,005 | +11,730 | +10.0% | 3.16% | $11.2M | $85.82 |
As of 2025 Q4 — sorted by position size